AI Cloud Infrastructure
Mapping the cloud infrastructure behind large-model training and inference: hyperscale data centers, GPU clusters, edge clouds and compute leasing — the supply side of the AI arms race.
Mapping the cloud infrastructure behind large-model training and inference: hyperscale data centers, GPU clusters, edge clouds and compute leasing — the supply side of the AI arms race.
Intel suffered its worst single-day fall since 1974 in US trading on October 30. The third-quarter results themselves were not bad: revenue reached 16...
Nvidia is considering guaranteeing debt for Nscale's data centers. On October 31, 2026, TechCrunch reported that Nvidia is in talks to provide billion...
AWS grew 39%, according to Amazon's third-quarter earnings released on October 29, 2026. For the quarter ended September 30, 2026, AWS revenue reached...
In a quarterly report (Form 10-Q) filed on October 28, 2026, Microsoft disclosed that it recorded $10 billion in revenue from its commercial arrangeme...
Microsoft's fiscal 2027 first-quarter results, published on October 28, 2026, disclosed an Azure revenue figure for the first time: $33.165 billion, u...
Alphabet's third-quarter results, published on October 28, 2026, can be read two ways: its cloud business doubled within a quarter for the first time,...
In an official blog post on October 28, 2026, Microsoft announced it is opening the Copilot harness through Microsoft Foundry: the same multi-model ag...
Nvidia's Vera Rubin chips officially arrived on Oracle Cloud on 27 October 2026. At Oracle AI World in Las Vegas, Nvidia and Oracle announced that Ver...